Why a connection is needed
Sales Navigator pages identify people with an encrypted ID instead of their public LinkedIn profile address. Decoding that ID into a real profile needs a signed-in LinkedIn account, so Add to CRM uses your own LinkedIn session — held securely server-side — to look up the lead you’re already viewing. The extension itself never reads or changes anything on the Sales Navigator page.
Each lead only needs one lookup: results are cached, so most leads you open resolve instantly with no LinkedIn activity at all.
Connecting takes ~30 seconds, once
- Open the panel. On any Sales Navigator lead page, open the Add to CRM panel and click Connect LinkedIn.
- Sign in. A secure connect page opens in a new tab; sign in with your LinkedIn email and password.
- Verify if asked. If LinkedIn requests a verification code, CAPTCHA, or app confirmation, complete it on the same page.
- Done. Return to your Sales Navigator tab and the panel picks up where you left off.
Your password never touches Add to CRM. It goes directly to Unipile, the secure connection service we partner with (see our Privacy Policy) — Add to CRM never sees or stores it. The connection is long-lived, so you’ll rarely need to reconnect; if you change your LinkedIn password or turn on two-factor authentication, the panel simply asks you to reconnect.
About the “new sign-in” email from LinkedIn
This is expected — nothing to worry about. Right after you connect, LinkedIn emails you about a new sign-in: that’s the managed session you just created, signing in from a secure server. You’ll see the session listed in your LinkedIn settings; ending it there (or changing your password) disconnects Add to CRM until you reconnect.
Disconnecting
You can disconnect anytime from dashboard settings (Sales Navigator connection → Disconnect). This ends the managed session immediately. Ending the session from your LinkedIn settings page works too.
Common questions
Still have questions? Contact support — we’re happy to help.
